Lisa Goodman (CRD# 6918862) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Harvey, ND and has over 5 years of experience in the finance industry.
CRD# 4244982
Lpl Financial LLC
CRD# 3039997
Cetera Investment Advisers LLC
CRD# 5023163
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Nov 2018 - Current | 5 |
| Thrivent Investment Management Inc. | Harvey, ND | Jun 2018 - Current | 5 |
| Thrivent Financial | Appleton, WI | Jul 2018 - Nov 2018 | < 1 |
| Hurdsfield Grain Inc. | Hurdsfield, ND | Apr 2013 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- ND
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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